Dougherty Wealth Advisers LLC - Q12026 Holdings

Dougherty Wealth Advisers LLC holds 107 stocks with a total portfolio value of $ 157.64M as of Q12026. In Q12026, Dougherty Wealth Advisers LLC added 9 new positions, increased stakes in 6 stocks, reduced 28 holdings, and fully exited 20 positions. The largest holding is Vanguard Value Etf (VTV), representing 25.28% of the total portfolio.